Modern Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 9,881 shares of IWN stock, worth $1.73 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,881
Previous 10,330 4.35%
Holding current value
$1.73 Million
Previous $1.63 Million 107147.39%
% of portfolio
0.03%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$157.1 - $178.94 $70,537 - $80,344
-449 Reduced 4.35%
9,881 $1.75 Billion
Q2 2025

Aug 14, 2025
BUY
$131.84 - $157.76 $66,315 - $79,353
503 Added 5.12%
10,330 $1.63 Million
Q1 2025

May 15, 2025
BUY
$149.27 - $169.4 $64,036 - $72,672
429 Added 4.56%
9,827 $1.48 Billion
Q4 2024

May 30, 2025
SELL
$162.69 - $181.35 $112,906 - $125,856
-694 Reduced 7.06%
9,133 $1.5 Million
Q4 2024

May 29, 2025
SELL
$162.69 - $181.35 $112,906 - $125,856
-694 Reduced 7.06%
9,133 $1.5 Million
Q4 2024

Feb 11, 2025
SELL
$162.69 - $181.35 $38,394 - $42,798
-236 Reduced 2.45%
9,398 $1.58 Billion
Q3 2024

May 30, 2025
SELL
$150.05 - $171.34 $25,658 - $29,299
-171 Reduced 1.74%
9,656 $1.61 Million
Q3 2024

May 29, 2025
SELL
$150.05 - $171.34 $25,658 - $29,299
-171 Reduced 1.74%
9,656 $1.61 Million
Q3 2024

Nov 05, 2024
BUY
$150.05 - $171.34 $1.45 Million - $1.65 Million
9,634 New
9,634 $1.61 Billion

Others Institutions Holding IWN

# of Institutions
1,124
Shares Held
54.4M
Call Options Held
154K
Put Options Held
25.3K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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